Taiwan Semiconductor to Produce Four Meta AI Chips by 2027
Meta announced four custom AI chips and plans to deploy four new generations by 2027, with the first MTIA 300 chip already powering ranking and recommendation tasks. Taiwan Semiconductor will manufacture all MTIA chips on an accelerated six-month cadence, boosting its production utilization and diversifying silicon supply.
1. Meta Unveils Four MTIA AI Chips
Meta has unveiled four custom MTIA AI chips to accelerate ranking, recommendation, and generative AI workloads across its data centers.
2. Deployment Timeline
The MTIA 300 chip began deployment weeks ago, MTIA 400 has completed testing and is slated for rollout soon, with two additional generations operational by 2027.
3. Taiwan Semiconductor's Manufacturing Role
All four MTIA chip generations will be manufactured by Taiwan Semiconductor, leveraging advanced process nodes to achieve higher price-performance and supply diversification.
4. Impact on TSM Production and Revenue
This multi-generation contract will boost Taiwan Semiconductor's production utilization and could drive significant incremental revenue as Meta expands its global AI compute capacity.